Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 1.46%
2 CAFG 1.34%
3 GRPZ 1.31%
4 RNMC 1.06%
5 FSCS 1.06%
6 PSCI 1.05%
7 XSLV 0.90%
8 XSMO 0.64%
9 VUSE 0.60%
10 TFPN 0.39%
11 TPSC 0.34%
12 CSF 0.32%
13 CSA 0.32%
14 FSGS 0.31%
15 RNSC 0.31%
16 AVSC 0.30%
17 ESIX 0.29%
18 DGRS 0.27%
19 FYC 0.27%
20 SLYG 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.25M (15.37%) -75.99K
Decreased by -0.92%
Jun 30, 24
2 Vanguard Group Inc 6.11M (11.39%) 30.37K
Increased by +0.50%
Sep 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 4.86M (9.06%) 829.45K
Increased by +17.05%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 4.35M (8.10%) 0.00
Increased by 0.00%
Sep 30, 24
5 Clarkston Capital Partners, LLC 4.04M (7.53%) -978.16K
Decreased by -24.21%
Sep 30, 23
6 State Street Corp 2.39M (4.46%) 336.32K
Increased by +14.05%
Sep 30, 24
7 Barrow Hanley Mewhinney & Strauss LLC 2.36M (4.39%) -23.52K
Decreased by -1.00%
Sep 30, 24
8 Jennison Associates LLC 2.15M (4.01%) -20.33K
Decreased by -0.94%
Sep 30, 24
9 State Street Corporation 2.08M (3.88%) 40.66K
Increased by +1.95%
Mar 31, 24
10 Champlain Investment Partners, LLC 2.05M (3.82%) -1.08M
Decreased by -52.46%
Sep 30, 24
11 T. Rowe Price Investment Management,Inc. 2.01M (3.74%) -28.93K
Decreased by -1.44%
Sep 30, 24
12 Neuberger Berman Group LLC 1.87M (3.48%) 9.24K
Increased by +0.49%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 1.54M (2.87%) -3.74K
Decreased by -0.24%
Sep 30, 24
14 Cooke & Bieler LP 1.35M (2.52%) -30.33K
Decreased by -2.24%
Sep 30, 24
15 Geode Capital Management, LLC 1.24M (2.30%) 21.06K
Increased by +1.70%
Sep 30, 24
16 SouthernSun Asset Management, LLC 958.39K (1.79%) -155.06K
Decreased by -16.18%
Sep 30, 24
17 Bank of New York Mellon Corp 747.41K (1.39%) -58.19K
Decreased by -7.79%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 632.23K (1.18%) -458.39K
Decreased by -72.50%
Sep 30, 24
19 Nuveen Asset Management, LLC 626.94K (1.17%) -60.83K
Decreased by -9.70%
Sep 30, 24
20 Charles Schwab Investment Management Inc 621.46K (1.16%) 6.90K
Increased by +1.11%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.35M (8.10%) 0.00
Increased by 0.00%
Sep 30, 24
2 Clarkston Capital SMID Composite 4.04M (7.53%) -978.06K
Decreased by -24.21%
Sep 30, 23
3 iShares Core S&P Small-Cap ETF 3.51M (6.55%) 0.00
Increased by 0.00%
Nov 30, 24
4 Virtus KAR Small-Cap Growth I 3.28M (6.12%) 139.27K
Increased by +4.24%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.68M (3.12%) -11.11K
Decreased by -0.66%
Oct 31, 24
6 iShares Russell 2000 ETF 1.52M (2.84%) 0.00
Increased by 0.00%
Nov 30, 24
7 Clarkston Partners Founders 1.46M (2.71%) -484.04K
Decreased by -33.27%
Sep 30, 23
8 Vanguard Small Cap Index 1.36M (2.54%) 2.65K
Increased by +0.19%
Oct 31, 24
9 Neuberger Berman Genesis Inv 1.19M (2.22%) 7.75K
Increased by +0.65%
Sep 30, 24
10 Jennison SMid Cap Core Equity 999.57K (1.86%) -706.00
Decreased by -0.07%
Sep 30, 24
11 American Beacon Small Cp Val R5 951.50K (1.77%) -15.19K
Decreased by -1.60%
Oct 31, 24
12 Champlain Small Company Fund, LLC 950.70K (1.77%) -417.06K
Decreased by -43.87%
Nov 30, 24
13 PGIM Jennison Small Company A 943.55K (1.76%) -56.02K
Decreased by -5.94%
Oct 31, 24
14 SouthernSun Small Cap 925.89K (1.73%) -153.47K
Decreased by -16.57%
Sep 30, 24
15 T. Rowe Price US Small-Cap Core Equity 900.87K (1.68%) -25.48K
Decreased by -2.83%
Sep 30, 24
16 T. Rowe Price Small-Cap Stock 857.61K (1.60%) -43.27K
Decreased by -5.04%
Oct 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 823.20K (1.53%) -6.46K
Decreased by -0.78%
Oct 31, 24
18 Champlain Small Company Adv 790.21K (1.47%) -464.80K
Decreased by -58.82%
Sep 30, 24
19 Old Westbury Small & Mid Cap Strategies 755.00K (1.41%) 0.00
Increased by 0.00%
Jul 31, 24
20 Vanguard Small Cap Growth Index Inv 747.69K (1.39%) -1.84K
Decreased by -0.25%
Oct 31, 24